Michael Schafer
Michael Schafer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
St. Petersburg, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a partner in CMS LLC, a rental real estate business, and an agent for non-variable insurance, dedicating minimal time to each. He also serves as an officer (Treasurer) for Waterfronts 1 Condo Association, spending a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Sunset Financial Services, INC.Broker
Mcdonald Investments INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations21 states
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